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Sam tells me that you are about to jet set overseas and need to get your funds moved across to a self managed super fund. Is that correct? Alrighty. So what I can do for you is I need to send you a transaction authority for the sell down of the investments, and then we can try and execute some trades this afternoon. They usually yep. Yes. Perfect. So all I need from you is the transaction authority, and then I can have the funds requested to sell down. And then it's really in their court for the SuperStream rollover request to have to try and get that across in time. I do have two questions for you if you do have a second. With the investments that were selling down, because they've got some investments currently pending on the account, you've got the majority of your funds sitting in ETFs, which sell very, very quickly. You do have two managed funds which take a little bit longer. So the question I wanted to ask you was for the SMSF to be done correctly in time for the legislation cutoff. Do you know exactly how much you need moved across? K. So what I'll do oh, yep. Yes. Go for it. That's okay. If you can forward it through to us, it might be helpful while I draft up the transaction authority. The only reason why I mention it is because there's just shy of 270,000, which would be quite fast to access, and the other 43,000 would be a little bit slower. And my concern is that if it takes more than a week to sell and the rollover takes more than a week, you're probably gonna miss out. Some of these investments are done within a week or two days. Some can take up to two to four weeks. So I just wanted to give you that warning. Most of the rollovers that we've done previously, we did our last one about two and a half weeks ago. I just sent it through to info@OakviewFinancial.com.au, and that'll be forwarded straight to me. And I'll see if there's any other info I can I can see on there? Cool. DocuSign online, we've got a Odoo signature will be fine. I will get that drafted up hopefully this afternoon. If there's any other issues, can I give you a buzz back? That would be most helpful. Awesome. No worries, Sean. Talk to you soon. 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Tommy here, senior adviser. How are you doing today? I'm absolutely living the dream. Sam tells me that you are about to jet set overseas and need to get your funds moved across to a self managed super fund.\n\nIs that correct? Alrighty. So what I can do for you is I need to send you a transaction authority for the sell down of the investments, and then we can try and execute some trades this afternoon. They usually yep. Yes.\n\nPerfect. So all I need from you is the transaction authority, and then I can have the funds requested to sell down. And then it's really in their court for the SuperStream rollover request to have to try and get that across in time. I do have two questions for you if you do have a second. With the investments that were selling down, because they've got some investments currently pending on the account, you've got the majority of your funds sitting in ETFs, which sell very, very quickly.\n\nYou do have two managed funds which take a little bit longer. So the question I wanted to ask you was for the SMSF to be done correctly in time for the legislation cutoff. Do you know exactly how much you need moved across? K. So what I'll do oh, yep.\n\nYes. Go for it. That's okay. If you can forward it through to us, it might be helpful while I draft up the transaction authority. The only reason why I mention it is because there's just shy of 270,000, which would be quite fast to access, and the other 43,000 would be a little bit slower.\n\nAnd my concern is that if it takes more than a week to sell and the rollover takes more than a week, you're probably gonna miss out. Some of these investments are done within a week or two days. Some can take up to two to four weeks. So I just wanted to give you that warning. Most of the rollovers that we've done previously, we did our last one about two and a half weeks ago.\n\nI just sent it through to info@OakviewFinancial.com.au, and that'll be forwarded straight to me. And I'll see if there's any other info I can I can see on there? Cool. DocuSign online, we've got a Odoo signature will be fine. I will get that drafted up hopefully this afternoon.\n\nIf there's any other issues, can I give you a buzz back? That would be most helpful. Awesome. No worries, Sean. Talk to you soon.\n\nBye.","paragraphs":[{"sentences":[{"text":"Good afternoon, Siobhan.","start":1.1999999,"end":2.3999999,"sentiment":"neutral","sentiment_score":0.3207325339317322},{"text":"Tommy here, senior adviser.","start":2.3999999,"end":3.6,"sentiment":"neutral","sentiment_score":0.21806243807077408},{"text":"How are you doing today?","start":3.6,"end":4.66,"sentiment":"neutral","sentiment_score":0.2776742070913315},{"text":"I'm absolutely living the dream.","start":6.16,"end":7.94,"sentiment":"positive","sentiment_score":0.6927834391593933},{"text":"Sam tells me that you are about to jet set overseas and need to get your funds moved across to a self managed super fund.","start":8.559999,"end":15.115,"sentiment":"neutral","sentiment_score":0.09968215987086296}],"sentiment":"neutral","sentiment_score":0.21854260909770215,"num_words":42,"start":1.1999999,"end":15.115},{"sentences":[{"text":"Is that 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Thanks. How are you? Yes. Mhmm. No problem. I I mean, I'm going away tomorrow, but, obviously, the people who are helping me set this up, they will be doing over the course of however many days it takes. But just whatever you need from me in the next twenty four hours when I'm gonna be available. Sure. Yep. Yeah. No problem. Yeah. No. It's just, I guess no. Is the answer to that question? Actually, they may have sent me an email. Hang on. If you've got hang on. If you can ask us what you want to see. They sent me an email. Yes. Did I was it yesterday? Just telling me how much would transfer across initially. I just don't know where that is, and I'm sorry. Yeah. No worries. Yep. Yep. No problems. Where what email address do you want me to send that through to when I get it when I find it? Okay. Okay. No problem. Will do. And that document you need signed from me, is that just able to be done on DocuSign online, or do you need a wet signature on that? Okay. Yeah. No problem. 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Thanks. How are you? Yes. Mhmm.\n\nNo problem. I I mean, I'm going away tomorrow, but, obviously, the people who are helping me set this up, they will be doing over the course of however many days it takes. But just whatever you need from me in the next twenty four hours when I'm gonna be available. Sure. Yep.\n\nYeah. No problem. Yeah. No. It's just, I guess no.\n\nIs the answer to that question? Actually, they may have sent me an email. Hang on. If you've got hang on. If you can ask us what you want to see.\n\nThey sent me an email. Yes. Did I was it yesterday? Just telling me how much would transfer across initially. I just don't know where that is, and I'm sorry.\n\nYeah. No worries. Yep. Yep. No problems.\n\nWhere what email address do you want me to send that through to when I get it when I find it? Okay. Okay. No problem. Will do.\n\nAnd that document you need signed from me, is that just able to be done on DocuSign online, or do you need a wet signature on that? Okay. Yeah. No problem. And I'll have a search for that email now just so you can see what their plan is in terms of what they need and what like later.\n\nOkay. Perfect. Thanks for your help. I appreciate your time. Okay.\n\nBye.","paragraphs":[{"sentences":[{"text":"Good.","start":4.7999997,"end":5.04,"sentiment":"positive","sentiment_score":0.5291642546653748},{"text":"Thanks.","start":5.04,"end":5.2799997,"sentiment":"positive","sentiment_score":0.5794529914855957},{"text":"How are you?","start":5.2799997,"end":6.02,"sentiment":"positive","sentiment_score":0.34917524456977844},{"text":"Yes.","start":16.415,"end":16.915,"sentiment":"neutral","sentiment_score":0.08863576501607895},{"text":"Mhmm.","start":34.489998,"end":34.809998,"sentiment":"neutral","sentiment_score":0.020659634843468663}],"sentiment":"neutral","sentiment_score":0.32363405424569336,"num_words":7,"start":4.7999997,"end":34.809998},{"sentences":[{"text":"No problem.","start":34.809998,"end":35.37,"sentiment":"neutral","sentiment_score":0.02117988094687462},{"text":"I I mean, I'm going away tomorrow, but, obviously, the people who are helping me set this up, they will be doing over the course of however many days it 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it?","start":175.92,"end":180.01999,"sentiment":"neutral","sentiment_score":0.005059220473326388},{"text":"Okay.","start":182.315,"end":182.815,"sentiment":"neutral","sentiment_score":0.0490008257329464},{"text":"Okay.","start":191.35501,"end":191.85501,"sentiment":"neutral","sentiment_score":0.04493541270494461},{"text":"No problem.","start":191.91501,"end":192.55501,"sentiment":"neutral","sentiment_score":0.11007111519575119},{"text":"Will do.","start":192.55501,"end":193.295,"sentiment":"neutral","sentiment_score":0.13689200580120087}],"sentiment":"neutral","sentiment_score":0.02570763371746849,"num_words":27,"start":175.92,"end":193.295},{"sentences":[{"text":"And that document you need signed from me, is that just able to be done on DocuSign online, or do you need a wet signature on 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time.","start":223.60294,"end":224.74294,"sentiment":"positive","sentiment_score":0.5428435802459717},{"text":"Okay.","start":226.72293,"end":227.20293,"sentiment":"neutral","sentiment_score":0.15912723541259766}],"sentiment":"positive","sentiment_score":0.49951020966876636,"num_words":11,"start":222.00293,"end":227.20293},{"sentences":[{"text":"Bye.","start":227.20293,"end":227.70293,"sentiment":"neutral","sentiment_score":0.11223167181015016}],"sentiment":"neutral","sentiment_score":0.11223167181015016,"num_words":1,"start":227.20293,"end":227.70293}]}}]}],"paragraphs":{"transcript":"\nChannel 0: Good afternoon, Siobhan. Tommy here, senior adviser. How are you doing today?\n\nChannel 1: Good. Thanks. How are you?\n\nChannel 0: I'm absolutely living the dream. Sam tells me that you are about to jet set overseas and need to get your funds moved across to a self managed super fund. Is that correct?\n\nChannel 1: Yes.\n\nChannel 0: Alrighty. So what I can do for you is I need to send you a transaction authority for the sell down of the investments, and then we can try and execute some trades this afternoon.\n\nChannel 1: Mhmm. No\n\nChannel 0: They\n\nChannel 1: problem.\n\nChannel 0: usually\n\nChannel 1: I I mean, I'm\n\nChannel 0: yep.\n\nChannel 1: going away tomorrow, but, obviously, the people who are helping me\n\nChannel 0: Yes.\n\nChannel 1: set this up, they will be doing over the course of however many days it takes. But just whatever you need from me in the next twenty four hours when I'm gonna be available.\n\nChannel 0: Perfect. So all I need from you is the transaction authority, and then\n\nChannel 1: Sure.\n\nChannel 0: I can have the funds requested to sell down.\n\nChannel 1: Yep.\n\nChannel 0: And then it's really in their court for the SuperStream rollover request to have to try and get that across in time. I do have two questions for you if you do have a second.\n\nChannel 1: Yeah. No problem.\n\nChannel 0: With the investments that were selling down, because they've got some investments currently pending on the account, you've got the majority of your funds sitting in ETFs, which sell very, very quickly. You do have two managed funds which take a little bit longer. So the question I wanted to ask you was for the SMSF to be done correctly in time for the legislation cutoff.\n\nChannel 1: Yeah.\n\nChannel 0: Do you know exactly how much you need moved across?\n\nChannel 1: No. It's just, I guess no. Is the answer to that question?\n\nChannel 0: K. So\n\nChannel 1: Actually,\n\nChannel 0: what I'll\n\nChannel 1: they\n\nChannel 0: do\n\nChannel 1: may have sent me\n\nChannel 0: oh,\n\nChannel 1: an\n\nChannel 0: yep.\n\nChannel 1: email. Hang on. If you've got hang on. If you can ask us what you want to see.\n\nChannel 0: Yes. Go\n\nChannel 1: They sent me an email. Yes. Did I was it yesterday?\n\nChannel 0: for it.\n\nChannel 1: Just telling me how much would transfer across initially. I just don't know where that is, and I'm sorry.\n\nChannel 0: That's okay. If you can forward it through to us, it might be helpful while I draft up the transaction authority.\n\nChannel 1: Yeah.\n\nChannel 0: The\n\nChannel 1: No\n\nChannel 0: only\n\nChannel 1: worries.\n\nChannel 0: reason why I mention it is because there's just shy of 270,000, which would be quite fast to access, and the other 43,000 would be a little bit slower. And my concern is that if it takes more than a week to sell and the rollover takes more than a week, you're probably gonna miss out. Some of these investments\n\nChannel 1: Yep.\n\nChannel 0: are done within a week or two days. Some\n\nChannel 1: Yep.\n\nChannel 0: can take up to two to four weeks. So I just wanted to give you that warning. Most of the rollovers that we've done previously, we did our last one about two and a half weeks ago.\n\nChannel 1: No problems. Where what email address do you want me to send that through to when I get it when I find it?\n\nChannel 0: I just sent it through to info@OakviewFinancial.com.au,\n\nChannel 1: Okay.\n\nChannel 0: and that'll be forwarded straight to me. And I'll see if there's any other info I can I can see on there?\n\nChannel 1: Okay. No problem. Will do. And that document you need signed from me, is that just able to be done on DocuSign online, or do you need a wet signature on that?\n\nChannel 0: Cool. DocuSign online, we've got a Odoo signature will be fine. I will get that drafted up hopefully this afternoon.\n\nChannel 1: Okay.\n\nChannel 0: If there's any other issues, can I give you a buzz back?\n\nChannel 1: Yeah. No problem. And I'll have a search for that email now just so you can see what their plan is in terms of what they need\n\nChannel 0: That\n\nChannel 1: and\n\nChannel 0: would\n\nChannel 1: what\n\nChannel 0: be most\n\nChannel 1: like\n\nChannel 0: helpful.\n\nChannel 1: later. Okay. Perfect. Thanks for your help. I appreciate your time.\n\nChannel 0: Awesome. No worries, Sean. Talk to you soon.\n\nChannel 1: Okay. Bye.\n\nChannel 0: Bye.","paragraphs":[{"sentences":[{"text":"Good afternoon, Siobhan.","start":1.1999999,"end":2.3999999,"sentiment":"neutral","sentiment_score":0.3207325339317322},{"text":"Tommy here, senior adviser.","start":2.3999999,"end":3.6,"sentiment":"neutral","sentiment_score":0.21806243807077408},{"text":"How are you doing today?","start":3.6,"end":4.66,"sentiment":"neutral","sentiment_score":0.2776742070913315}],"sentiment":"neutral","sentiment_score":0.2685681991279125,"channel":0,"num_words":12,"start":1.1999999,"end":4.66},{"sentences":[{"text":"Good.","start":4.7999997,"end":5.04,"sentiment":"positive","sentiment_score":0.5291642546653748},{"text":"Thanks.","start":5.04,"end":5.2799997,"sentiment":"positive","sentiment_score":0.5794529914855957},{"text":"How are you?","start":5.2799997,"end":6.02,"sentiment":"positive","sentiment_score":0.34917524456977844}],"sentiment":"positive","sentiment_score":0.43122859597206115,"channel":1,"num_words":5,"start":4.7999997,"end":6.02},{"sentences":[{"text":"I'm absolutely living the dream.","start":6.16,"end":7.94,"sentiment":"positive","sentiment_score":0.6927834391593933},{"text":"Sam tells me that you are about to jet set overseas and need to get your funds moved across to a self managed super fund.","start":8.559999,"end":15.115,"sentiment":"neutral","sentiment_score":0.09968215987086296},{"text":"Is that correct?","start":15.115,"end":15.8550005,"sentiment":"neutral","sentiment_score":0.054392183820406594}],"sentiment":"neutral","sentiment_score":0.18542871951605333,"channel":0,"num_words":33,"start":6.16,"end":15.8550005},{"sentences":[{"text":"Yes.","start":16.415,"end":16.915,"sentiment":"neutral","sentiment_score":0.08863576501607895}],"sentiment":"neutral","sentiment_score":0.08863576501607895,"channel":1,"num_words":1,"start":16.415,"end":16.915},{"sentences":[{"text":"Alrighty.","start":17.595001,"end":18.095001,"sentiment":"neutral","sentiment_score":0.14366182684898376},{"text":"So what I can do for you is I need to send you a transaction authority for the sell down of the investments, and then we can try and execute some trades this 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I mean, I'm","start":35.37,"end":36.329998,"sentiment":"neutral","sentiment_score":-0.0475218677893281}],"sentiment":"neutral","sentiment_score":-0.0475218677893281,"channel":1,"num_words":4,"start":35.37,"end":36.329998},{"sentences":[{"text":"yep.","start":36.21,"end":36.71,"sentiment":"neutral","sentiment_score":-0.06095331907272339}],"sentiment":"neutral","sentiment_score":-0.06095331907272339,"channel":0,"num_words":1,"start":36.21,"end":36.71},{"sentences":[{"text":"going away tomorrow, but, obviously, the people who are helping 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Tommy asks Siobhan for a transaction authority and informs her that the sell-down is complete and she should be receiving the funds within 24 hours. Tommy also asks Siobhan about the SMSF and the timing of trades, and provides her with a phone number and email address to send the documents."},"intents":{"segments":[{"text":"Sam tells me that you are about to jet set overseas and need to get your funds moved across to a self managed super fund. Is that correct? Yes. Alrighty.","start_word":22,"end_word":51,"intents":[{"intent":"Request transaction and funds move to self-managed super fund","confidence_score":1.4670714e-7}]},{"text":"If you can forward it through to us, it might be helpful while I draft up the transaction authority. Yeah.","start_word":361,"end_word":380,"intents":[{"intent":"Forward information","confidence_score":0.366583}]},{"text":"Where what email address do you want me to send that through to when I get it when I find it? I just sent it through to info@OakviewFinancial.com.au, Okay. and that'll be forwarded straight to me. And I'll see if there's any other info I can I can see on there? Okay.","start_word":495,"end_word":546,"intents":[{"intent":"Request notification","confidence_score":0.000111552225}]},{"text":"And that document you need signed from me, is that just able to be done on DocuSign online, or do you need a wet signature on that? Cool.","start_word":551,"end_word":578,"intents":[{"intent":"Confirm signature","confidence_score":0.15584192}]},{"text":"No worries, Sean. Talk to you soon. Okay.","start_word":658,"end_word":665,"intents":[{"intent":"Schedule call","confidence_score":0.0016571773}]}]},"sentiments":{"segments":[{"text":"Good afternoon, Siobhan. Tommy here, senior adviser. How are you doing today?","start_word":0,"end_word":11,"sentiment":"neutral","sentiment_score":0.2715645432472229},{"text":"Good. Thanks. How are you? I'm absolutely living the dream.","start_word":12,"end_word":21,"sentiment":"positive","sentiment_score":0.5672465562820435},{"text":"Sam tells me that you are about to jet set overseas and need to get your funds moved across to a self managed super fund. Is that correct? Yes. Alrighty. So what I can do for you is I need to send you a transaction authority for the sell down of the investments, and then we can try and execute some trades this afternoon. Mhmm. No They problem. usually I I mean, I'm yep. going away tomorrow, but, obviously, the people who are helping me Yes. set this up, they will be doing over the course of however many days it takes. But just whatever you need from me in the next twenty four hours when I'm gonna be available.","start_word":22,"end_word":141,"sentiment":"neutral","sentiment_score":0.0661858543753624},{"text":"Perfect.","start_word":142,"end_word":142,"sentiment":"positive","sentiment_score":0.4327320456504822},{"text":"So all I need from you is the transaction authority, and then Sure. I can have the funds requested to sell down. Yep. And then it's really in their court for the SuperStream rollover request to have to try and get that across in time. I do have two questions for you if you do have a second. Yeah. No problem. With the investments that were selling down, because they've got some investments currently pending on the account, you've got the majority of your funds sitting in ETFs, which sell very, very quickly. You do have two managed funds which take a little bit longer. So the question I wanted to ask you was for the SMSF to be done correctly in time for the legislation cutoff. Yeah. Do you know exactly how much you need moved across? No. It's just, I guess no. Is the answer to that question? K. So Actually, what I'll they do may have sent me oh, an yep. email. Hang on. If you've got hang on. If you can ask us what you want to see. Yes. Go They sent me an email. Yes. Did I was it yesterday? for it. Just telling me how much would transfer across initially. I just don't know where that is, and I'm sorry. That's okay. If you can forward it through to us, it might be helpful while I draft up the transaction authority. Yeah. The No only worries. reason why I mention it is because there's just shy of 270,000, which would be quite fast to access, and the other 43,000 would be a little bit slower. And my concern is that if it takes more than a week to sell and the rollover takes more than a week, you're probably gonna miss out. Some of these investments Yep. are done within a week or two days. Some Yep. can take up to two to four weeks. So I just wanted to give you that warning. Most of the rollovers that we've done previously, we did our last one about two and a half weeks ago. No problems. Where what email address do you want me to send that through to when I get it when I find it? I just sent it through to info@OakviewFinancial.com.au, Okay. and that'll be forwarded straight to me. And I'll see if there's any other info I can I can see on there? Okay. No problem. Will do. And that document you need signed from me, is that just able to be done on DocuSign online, or do you need a wet signature on that? Cool. DocuSign online, we've got a Odoo signature will be fine. I will get that drafted up hopefully this afternoon. Okay. If there's any other issues, can I give you a buzz back? Yeah. No problem. And I'll have a search for that email now just so you can see what their plan is in terms of what they need That and would what be most like helpful. later. 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